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Author profile

Rachel Dalton

Articles by Rachel Dalton

uncategorised

Heath Lambert and Partnership launch annuity portal

Leeds-based advisory firm Heath Lambert has teamed up with Partnership to launch a direct-to-consumer annuity portal.

clock 27 May 2011 •

uncategorised

Aviva launches drawdown aimed at death tax efficiency

Aviva will offer a phased drawdown plan on its wrap and SIPP platform which it said will help minimize death taxes.

clock 26 May 2011 •

Tax Planning

Blog: 'Idiots and lunatics' to be removed from tax regs

When there is a flurry of tax reform, as there has been in the past year, some things tend to get lost in all the activity. This little gem had almost escaped notice.

clock 26 May 2011 •

uncategorised

Millions of under-16s will live to get Queen's telegram

Around three million children will live to the age of 100, according to research from the Department of Work and Pensions (DWP).

clock 25 May 2011 •

ISAs

IMA calls for govt contribution to Junior ISAs

The Investment Management Association (IMA) has written to the Treasury urging the government to consider providing contributions to Junior ISAs at birth.

clock 25 May 2011 •

uncategorised

Taxman tackles asset-backed employer pension payments

Tax rules covering employer asset-backed contributions to final salary pension schemes are the latest to come under the taxman's scrutiny with a consultation launched this week.

clock 25 May 2011 •

Investment

FSA fines Bank of Scotland £3.5m over complaints failures

The Financial Services Authority (FSA) has fined the Bank of Scotland (BOS) £3.5m for failures in handling customer complains, and secured £17m in compensation for customers.

clock 25 May 2011 •

Investment

Banks attract over 1,000 data breach complaints - papers

High street banks have attracted 1,163 complaints over data breaches in a year according to consumer group Which?

clock 25 May 2011 •

uncategorised

Just Retirement unveils hybrid fixed term enhanced annuity

Just Retirement has launched a new form of third way annuity with the first new capped drawdown product on the market since the new pension rules came into force.

clock 25 May 2011 •

Wrap/platforms

Bestinvest launches execution-only platform

Bestinvest has launched an execution-only platform and SIPP service.

clock 24 May 2011 •
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